ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 115 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,111 | -75.7% | 37 | -73.9% | 0.00% | -100.0% |
| Q2 2023 | $8,689 | -1.2% | 142 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $8,797 | +3.9% | 142 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $8,469 | -23.0% | 142 | -33.3% | 0.00% | -50.0% |
| Q3 2022 | $11,000 | -8.3% | 213 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $12,000 | -40.0% | 213 | -35.5% | 0.00% | -33.3% |
| Q1 2022 | $20,000 | -4.8% | 330 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $21,000 | +40.0% | 330 | +30.4% | 0.00% | 0.0% |
| Q4 2020 | $15,000 | +7.1% | 253 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $14,000 | +7.7% | 253 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $13,000 | -51.9% | 253 | -55.6% | 0.00% | -50.0% |
| Q1 2020 | $27,000 | -15.6% | 570 | 0.0% | 0.01% | -14.3% |
| Q4 2019 | $32,000 | +3.2% | 570 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $31,000 | +3.3% | 570 | 0.0% | 0.01% | +16.7% |
| Q2 2019 | $30,000 | +3.4% | 570 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $29,000 | – | 570 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fortis Advisors, LLC | 159,434 | $7,763,000 | 5.14% |
| Richard Bernstein Advisors LLC | 1,969,649 | $113,885,000 | 2.47% |
| Money Design Co.,Ltd. | 232,620 | $13,450,000 | 1.01% |
| LFA - Lugano Financial Advisors SA | 23,740 | $1,372,000 | 0.96% |
| Capricorn Fund Managers Ltd | 80,160 | $4,635,000 | 0.84% |
| Slow Capital, Inc. | 52,787 | $3,052,000 | 0.74% |
| ALTFEST L J & CO INC | 64,767 | $3,745,000 | 0.67% |
| Interchange Capital Partners, LLC | 9,093 | $525,000 | 0.59% |
| Intelligent Financial Strategies | 8,808 | $509,000 | 0.52% |
| CALTON & ASSOCIATES, INC. | 13,985 | $808,000 | 0.45% |